Case note · Solana Company / Pantera / Summer

Solana Company: separate trading and strategic-advisory economics inside one treasury strategy.

Solana Company provides a useful example of why provider roles must be separated before benchmarking price. Its public filings describe a long-duration Trading Advisory Agreement with Pantera and a separate Strategic Advisor Agreement with Pantera and Summer Wisdom.

Trading Advisory Agreement snapshot

FieldPublicly disclosed term
Effective dateSeptember 15, 2025
ProviderPantera Capital Management LP
RoleManage the investment of substantially all digital assets, digital-asset derivatives, cash and other assets
Initial term10 years
RenewalSuccessive one-year periods, subject to mutual agreement
Management fee1.00% of AUM at $1 billion or less; 0.75% above $1 billion through $5 billion; 0.50% above $5 billion
2025 recognized trading-advisory feesApproximately $1.1 million disclosed for the year ended December 31, 2025

A second provider layer sits beside the trading mandate

The Strategic Advisor Agreement engaged Pantera and Summer to provide strategic advice and guidance relating to the company's business, operations, growth initiatives and crypto-sector trends. The disclosed initial term is two years with successive one-year automatic renewals.

The company disclosed base advisor warrants for 5,175,883 shares to Pantera and 2,218,236 shares to Summer, with an exercise price of $0.001 per underlying share, together with a mechanism for additional performance advisor warrants tied to exercise of investor warrants.

Benchmarking implication: a trading-management fee cannot be evaluated in isolation when strategic-advisory compensation and equity-linked consideration exist in a separate agreement family.

The governance map matters because provider and ownership relationships overlap

Solana Company's filings disclose that Pantera and Summer were stockholders and describe Board / executive overlaps involving the two firms. The company also discusses potential conflicts of interest and its related-person transaction review process.

That does not establish that the economics are favorable or unfavorable. It does mean the factual benchmark should keep provider role, ownership, Board relationships, equity-linked compensation and decision rights visible in one source-linked record.

Currentness is not optional

The December 2025 Form 10-K disclosed both agreement families and their economics. A June 2026 quarterly filing continued to describe the Trading Advisory Agreement and disclosed current-period strategic-advisor pass-through expenses. For a live review, the later filing should be checked before relying on the original September 2025 exhibits alone.

What this case contributes to a DAT provider benchmark

The Solana Company record shows why same-role comparisons matter. A 1% trading-management fee is not directly comparable to strategic-advisory warrants. It also shows why the economic stack should be reconstructed across multiple agreements rather than collapsed into one headline percentage.

Related research

Digital asset treasury management agreements →
DAT provider fees →
Related-party DAT agreements →
Digital asset treasury companies →

Public-source factual commercial research only. No legal, fairness, fiduciary or investment opinion, and no recommendation concerning any provider or transaction.

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